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STANDING AUTHORITY (CLIENT MONEY) To:Celestial Securities Limited / Celestial Commodities LimitedStanding Authority under Securities and Futures (Client Money) Rules This Authority covers money held

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Step 1: Obtain the necessary forms for standing authority client money from your financial institution.

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Step 2: Carefully read and understand the instructions provided with the forms.

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Step 3: Fill out the forms with accurate and complete information, ensuring you provide all the required details.

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Step 4: Attach any supporting documents or identification proofs as specified in the instructions.

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Step 5: Review the filled forms for any errors or omissions before submitting them.

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Step 6: Submit the completed forms to your financial institution as per their submission process.

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Step 7: Wait for confirmation or approval from the financial institution regarding your standing authority client money setup.

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Step 8: Once approved, maintain a record of the standing authority client money transactions for future reference and verification.

Who needs standing authority client money?

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Individuals or businesses that frequently engage in financial transactions involving client money.

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Financial institutions, including banks, investment firms, or brokerage houses that handle client funds on behalf of their customers.

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Trustees, attorneys, and professionals who are responsible for managing and safeguarding client funds.

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Any individual or entity that wants to streamline the process of handling client funds by authorizing their financial institution to manage the funds on their behalf.

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What is standing authority client money?

Standing authority client money is funds that a client authorizes a firm to hold and use on their behalf for various investment activities.

Who is required to file standing authority client money?

Firms that hold client money on a standing authority basis are required to file standing authority client money.

How to fill out standing authority client money?

Standing authority client money should be filled out by providing accurate and detailed information about the client's funds being held.

What is the purpose of standing authority client money?

The purpose of standing authority client money is to ensure transparency and accountability in the handling of client funds by firms.

What information must be reported on standing authority client money?

The report on standing authority client money must include details of the client funds held, investment activities conducted, and any interest earned.

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